Boston Mountain Money Management, Inc.

Boston Mountain Money Management, Inc. is a registered investment adviser established in 2007, specializing in providing personalized financial advice and investment management services to individuals. The firm, majority-owned by founder Scott Alaniz, offers financial planning and discretionary investment management services. With a classical investment approach, the firm's strategy involves individual stocks, bonds, and low-cost exchange-traded funds, emphasizing diversification and long-term investments. Clients have the option to exclude certain securities from their portfolios. The firm manages $196,444,181 in client assets on a discretionary basis as of February 27, 2024, with fees based on a tiered schedule ranging from 1.00% to 0.40%. Clients are billed quarterly for fees, and the firm does not participate in wrap fee programs. Boston Mountain Money Management, Inc. does not accept performance-based fees and primarily serves individuals and families, including professionals with high incomes. The firm conducts quarterly reviews of client accounts and votes proxies on behalf of clients, aiming to enhance long-term shareholder value. The firm does not have any disciplinary disclosures and has not been involved in bankruptcy petitions in the previous ten years.